Wedmont Private Capital Schwab Strategic Tr 1 5 Yr C Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Wedmont Private Capital holds 22,389 shares of SCHJ stock, worth $546,067. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,389
Previous 13,724
63.14%
Holding current value
$546,067
Previous $680,000
19.85%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
111Shares Held
3.82MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.7 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Kades & Cheifetz LLC Berwyn, PA186KShares$4.54 Million2.32% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.11 Million0.02% of portfolio
-
Tap Consulting, LLC164KShares$4.01 Million1.67% of portfolio